7127 results found
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[Pipedrive] map document status with Deal status
Trigger Completed Document connected to Pipedrive deal to automatically change to Won status
8 votesHi Pandas,
I’m thrilled to share the latest developments on our enhanced Pipedrive integration, which will soon include Sync Rules (aka 2-Way Sync) and CPQ (Configure, Price, and Quote) capabilities.
Here’s what we are building:
CPQ Functionality: Users will be able to create, configure, and send price quotes directly from Pipedrive deals.
Enhanced Interface: A modern tabbed interface within Pipedrive will feature dedicated "Documents" and "Workflows" tabs, enhancing the organization and accessibility of essential tools.
Unified Search Experience: This feature will enable users to seamlessly search for existing documents and workflows within Pipedrive.
Sync Rules: We're implementing the ability to sync document statuses and data back to Pipedrive records, addressing our number one user request and ensuring data consistency across systems.
We are dedicated to supporting both US and EU data centers to serve our global customer base effectively.
Timeline Preview: Expect to see these functionalities rolled out in Q2.…
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8 votes
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customize the outgoing message based on template
customize the outgoing message based on template
8 votes -
8 votes
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Highlight Text on an uploaded document
Have the ability to highlight text
8 votes -
Word redlining transferred to PandaDoc after the upload
Transfer the word document's redlining to PandaDoc after the document is created via the upload of the word file
8 votes -
8 votes
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See the document recipients in the email notification
Is there a way to see all recipients in my email... as part of the email that comes from you guys?
8 votes -
Improve PDF Processing Errors
when using Upload PDF to create PandaDoc via API.
if pdf fails to process we should return useful errors.
8 votes -
Ability to populate documents from fields filled in on a prior document
Customer is collecting information on a form in Pandadoc and they want a way to take said information (an address, for example) and populate a corresponding field in another document automatically.
8 votes -
8 votes
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PandaDoc delivery email shows who else is on the PandaDoc from within delivery email
When sending a PandaDoc "via email", when a recipient receives it in their inbox and opens the email, it's not clear who else received the same PandaDoc. This results in some recipients forwarding the PandaDoc to someone who is already a recipient of the PandaDoc. It would be helpful if the PandaDoc email that goes out, clearly shows who is a recipient on the PandaDoc without having to open it and check.
8 votes -
MailChimp
Integration with MailChimp
8 votes -
Signature with Conditional Approvals
It would be nice to have the option to include signatures in the conditional approval workflow.
8 votes -
Autotask
integration with Autotask
8 votes -
8 votes
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Description as a separate column
The option to have a description in pricing table as a separate column (Ev2).
8 votes -
Route CRM generated documents into PandaDoc folders
Route CRM generated documents into PandaDoc folders
8 votes -
Zoho PandaDoc Documents Section
Ability to see the created from a secondary workspace documents under the PandaDoc Documents Section in Zoho CRM.
8 votes -
The content of the upload field is displayed in the document
My goal is to send out a model/media release form to a subject and allow them to attach a photo of themselves to the form so we can see who it is. I would like the photo to be displayed on the form, not just the file name of the photo
Is there another way to achieve this goal if the Upload Field is not the way to do it?8 votes
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